Position in SHEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$361,258
-$72,029 QoQ
Shares Held
4,659
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#947
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Capital Analysts, LLC holds $12,234,919 across 7 Oil & Gas Integrated names. SHEL ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
47,261 | $7,833,982 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
25,022 | $3,421,007 | |
| 3 | BP |
Bp PLC
|
11,279 | $416,758 | |
| 4 | SHEL |
Shell plc
This page
|
4,659 | $361,258 | |
| 5 | TTE |
TotalEnergies SE
|
2,236 | $173,870 | |
| 6 | IMO |
Imperial Oil Ltd
|
155 | $17,363 | |
| 7 | SU |
Suncor Energy Inc
|
199 | $10,681 |
All Filings in SHEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,258 | 4,659 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $433,287 | 4,659 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $350,719 | 4,773 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $341,412 | 4,773 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $336,066 | 4,773 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $353,649 | 4,826 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $305,732 | 4,880 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $290,182 | 4,436 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $146,886 | 2,035 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $136,426 | 2,035 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $139,825 | 2,125 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $151,228 | 2,349 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $141,832 | 2,349 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $132,054 | 2,295 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $129,162 | 2,268 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $108,825 | 2,187 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $114,358 | 2,187 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $120,131 | 2,187 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||